EPISODE · Jun 19, 2026 · 1H 3M
Permission To Feel Fulfilled In Your Legacy Plan - With Gary Preisser
from Design Your Legacy - Life Lessons · host Angelina Carleton
What if you could breathe and then, dream ... when it comes to your Legacy Plan? Many individuals, even millionaires, are so used to living in fear, or survival mode, and have been in that mindset their entire lives. Yet, your assets are tools compared to trophies when there's a new metric around 'aligning your purpose to your legacy'. In this episode, hostess Angelina Carleton welcomes Gary Preisser of Stonebriar Wealth Advisors to discuss how purpose defines your beliefs, meaning and the timing of all that is important. This conversation offers valuable financial, life and legacy advice for anyone seeking inspiration. It's a great 'watch' as well as 'listen' for those interested in personal development as well as legacy strategies, aiming to hear new questions on topics rarely spoken or written about in 2026.-Gary Preisser is the founder and CEO of Stonebriar Wealth Advisors, a nationally recognized wealth management firm dedicated to helping individuals, families, and business owners align their financial resources with their life purpose. Known for his innovative "Cash Flow Clock" approach, Gary helps clients create financial clarity, confidence, and long-term stewardship strategies that extend far beyond traditional investment management. Through decades of experience, he has become a trusted advisor to affluent families seeking to build, preserve, and transfer wealth while creating a meaningful and lasting legacy.-At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
What this episode covers
What if you could breathe and then, dream ... when it comes to your Legacy Plan? Many individuals, even millionaires, are so used to living in fear, or survival mode, and have been in that mindset their entire lives. Yet, your assets are tools compared to trophies when there's a new metric around 'aligning your purpose to your legacy'. In this episode, hostess Angelina Carleton welcomes Gary Preisser of Stonebriar Wealth Advisors to discuss how purpose defines your beliefs, meaning and the timing of all that is important. This conversation offers valuable financial, life and legacy advice for anyone seeking inspiration. It's a great 'watch' as well as 'listen' for those interested in personal development as well as legacy strategies, aiming to hear new questions on topics rarely spoken or written about in 2026.-Gary Preisser is the founder and CEO of Stonebriar Wealth Advisors, a nationally recognized wealth management firm dedicated to helping individuals, families, and business owners align their financial resources with their life purpose. Known for his innovative "Cash Flow Clock" approach, Gary helps clients create financial clarity, confidence, and long-term stewardship strategies that extend far beyond traditional investment management. Through decades of experience, he has become a trusted advisor to affluent families seeking to build, preserve, and transfer wealth while creating a meaningful and lasting legacy.-At Legacy Planning©, we work with 'rising gen' entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what matters—beyond balance sheets and the four corners of a document. We guide you with aligning your values, relationships, and influence into a legacy vision you can lead from with confidence today, and pass on with intention for tomorrow.Whether you're navigating a personal transition, succession planning, inheritance, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up today.-Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-cardBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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Permission To Feel Fulfilled In Your Legacy Plan - With Gary Preisser
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